Bay Colony Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Bay Colony Advisors’s Portfolio BBAG Stock Details BBAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,559	Closed	-$304K	–	494
2025 Q4	$304K	Sell	6,559 -5,225	-44%	-$244K	0.04%	385
2025 Q3	$550K	Buy	+11,784	New	+$544K	0.07%	268
2020 Q4	–	Sell	-4,384	Closed	-$245K	–	285
2020 Q3	$245K	Buy	+4,384	New	+$246K	0.15%	194

Other funds holding BBAG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bay Colony Advisors's BBAG Position: Q1 2026 in Review

Bay Colony Advisors sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2026, closing a stake of 6,559 shares — an estimated $304K sold.

Bay Colony Advisors first reported a position in BBAG in Q3 2020 and held it in 3 quarters. The position peaked at $550K in Q3 2025. 112 funds tracked by Wall St. Rank hold BBAG as of Q1 2026.

Bay Colony Advisors reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Bay Colony Advisors sold 6,559 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2026, an estimated $304K.
Bay Colony Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2020 and held it in 3 quarters.
Bay Colony Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $550K in Q3 2025.
112 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2026.

Based on Bay Colony Advisors's 13F filing for Q1 2026, filed 5 May 2026.